SCI
PEN icon

S&CO Inc’s Penumbra PEN Stock Holding History

S&CO Inc’s Portfolio PEN Stock Details PEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.81M Hold
5,500
– – 0.11% 117
2025
Q4 		$1.71M Hold
5,500
– – 0.11% 120
2025
Q3 		$1.39M Hold
5,500
– – 0.09% 129
2025
Q2 		$1.41M Hold
5,500
– – 0.09% 132
2025
Q1 		$1.47M Hold
5,500
– – 0.1% 125
2024
Q4 		$1.31M Hold
5,500
– – 0.09% 128
2024
Q3 		$1.07M Buy
5,500
+500
+10% +$94.5K 0.07% 138
2024
Q2 		$899K Buy
5,000
+1,000
+25% +$200K 0.06% 144
2024
Q1 		$892K Buy
+4,000
New +$989K 0.06% 140

Other funds holding PEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return